Special Field Value Assignment Rule

Introduction

Feature(s)

When there are multiple hidden fields in a form and different assignment rules need to be set for these fields at the same time, you can set special field value assignment rules for some of these fields.

Application Scenario(s)

In the case of a customer satisfaction survey, you have two options (service and product) to select to receive feedback on them, and different questions should be associated and displayed. In this scenario, you need to set Field Display Rules for some fields to ensure that only the entered field will be stored. Different options, such as service and product, correspond to different scores. The score and total score fields are calculated by formulas and are not available to the subject in the survey, but the scores need to be submitted for storage. In the scenario, the fields need to be set to Always Recalculate.

Preview

In filling out the Customer Satisfaction Survey form, if you select Service, only the service will be scored; if you select Product, only the product will be rated. Moreover, the Score and Total Score fields are not available to the subject in the survey, and the scores will be automatically entered after submission.

Setting Procedure

Designing a Form

1. When creating a Customer Satisfaction Survey form, you can add the following fields: Please select one to assess your level of satisfaction. (Radio), How satisfied are you with the product? (Radio), Score (Number), and Total Score (Number).

2. Go to Field Properties > Field Permissions, and untick View for the two Score fields and the Total Score field respectively.

Setting Field Display Rule

1. Go to Form Properties > Field Display Rules, and click Add Rule:

2. Add the following two display rules:

Setting Formula

1. Click Field Properties, select Formula from the drop-down list of Initial Value, and set formulas for the Score and Total Score fields.

2. You can set the formula for the score obtained from the service satisfaction survey as follows:

IF(Please select one to assess your level of satisfaction.=="Service"),IFS(How satisfied are you with the service?=="Satisfied","5",How satisfied are you with the service?=="Neutral","3",How satisfied are you with the service?=="Unsatisfied","1")

When you select Service to assess your level of satisfaction, five points will be gotten for the Satisfied option, three points for the Neutral one, and one point for the Unsatisfied one.

3. You can set the formula for the score obtained from the product satisfaction survey as follows:

IF(Please select one to assess your level of satisfaction.=="Product"),IFS(How satisfied are you with the product?=="Satisfied","5",How satisfied are you with the product?=="Neutral","3",How satisfied are you with the product?=="Unsatisfied","1")

When you select Product to assess your level of satisfaction, five points will be gotten for the Satisfied option, three points for the Neutral one, and one point for the Unsatisfied one.

4. You can set the formula for the Total Score field as follows:

SUM(Score,Score)

The formula is to calculate the sum of scores obtained from both product and service satisfaction surveys.

Setting Hidden Field Default Value

1. Click Form Properties, select Empty from the drop-down list of Hidden Field Default Value, and click to set Special Field Value Assignment Rule.

2. In Special Field Value Assignment Rule, click Add Fields on the right side of Always Recalculate, and select two Score fields and one Total Score field:

Note(s)

If you have set Special Field Value Assignment Rule, the system will follow the existing rules to act in the first place, and the rest of the fields will follow the default rules to act.